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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,075 | $125,190-56.0% | $105,624-47.9% | $145,897-62.3% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 2.37% | 225.22%-222.8pp | 116.20%-113.8pp | 552.29%-549.9pp |
| Employer contribution / active EE | $1,786 | $3,720-52.0% | $3,168-43.6% | $4,663-61.7% |
| Participant deferral / active EE | $0 | $5,716-100.0% | $5,013-100.0% | $6,689-100.0% |
| Admin fee / account holder | $13,562 | $17,138-20.9% | $10,961+23.7% | $13,390+1.3% |